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BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $689M
1-Year Est. Return 16.24%
This Fund
S&P 500
This Quarter Est. Return
-1.63%
1 Year Est. Return
+16.24%
3 Year Est. Return
+42.89%
5 Year Est. Return
+32.59%
10 Year Est. Return
–
AUM
$611M
AUM Growth
+$5.03M
Cap. Flow
+$12.4M
Cap. Flow %
2.03%
Top 10 Hldgs %
81.18%
Holding
56
New
5
Increased
24
Reduced
17
Closed
–

Top Buys

Rank Stock Value
1
VCRB icon
Vanguard Core Bond ETF
VCRB
+$11.7M
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$9.21M
3
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$1.3M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$825K
5
REET icon
iShares Global REIT ETF
REET
+$303K

Top Sells

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$9.13M
2
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.49M
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$559K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$432K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$395K

Sector Composition

Rank Sector Weight
1 Technology 2.68%
2 Consumer Discretionary 0.13%
3 Industrials 0.12%
4 Communication Services 0.06%
5 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLV icon
51
iShares Silver Trust
SLV
$30.7B
$230K 0.04%
+3,390
New +$258K
HAS icon
52
Hasbro
HAS
$13.2B
$221K 0.04%
2,466
– –
EFA icon
53
iShares MSCI EAFE ETF
EFA
$80.1B
$221K 0.04%
2,238
– –
VEA icon
54
Vanguard FTSE Developed Markets ETF
VEA
$235B
$203K 0.03%
+3,125
New +$206K
JMIA
55
Jumia Technologies
JMIA
$748M
$144K 0.02%
20,892
+1,800
+9% +$18.1K
DNA icon
56
Ginkgo Bioworks
DNA
$496M
$96.8K 0.02%
+15,165
New +$126K
1 2
3

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SAM
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LCP
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WC
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ABWM
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CPA
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Boston Standard Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Boston Standard Wealth Management held 56 positions worth $611M, up 0.83% from $606M the previous quarter. Its ten largest holdings account for 81% of the portfolio.

Boston Standard Wealth Management's Q1 2026 filing shows 5 new, 24 increased and 17 reduced positions. Its largest new stake was Vanguard Core Bond ETF: 149,695 shares worth $11.5M. The largest sale was Vanguard Total Bond Market, an estimated $9.13M.

By sector, the portfolio is most concentrated in Technology at 2.7% of assets, down from 2.9% a quarter earlier, followed by Consumer Discretionary and Industrials.

  • Boston Standard Wealth Management's largest Q1 2026 buy was Vanguard Core Bond ETF: 149,695 shares worth $11.5M.
  • Boston Standard Wealth Management added most to iShares Core International Aggregate Bond Fund in Q1 2026, an estimated $1.3M increase.
  • Boston Standard Wealth Management's biggest Q1 2026 reduction was Vanguard Total Bond Market, cutting an estimated $9.13M.
  • Boston Standard Wealth Management's ten largest holdings make up 81% of its $611M portfolio in Q1 2026.
  • Boston Standard Wealth Management opened 5 new positions and closed 0 in Q1 2026.
  • Boston Standard Wealth Management's portfolio value rose 0.83% quarter-over-quarter to $611M.

Based on Boston Standard Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.